American Portfolios Advisors’s AXS Change Finance ESG ETF CHGX Stock Holding History

American Portfolios Advisors’s Portfolio CHGX Stock Details CHGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$38.5K	Sell	1,549 -72	-4%	-$1.99K	﹤0.01%	1855
2022 Q2	$42.5K	Hold	1,621	–	–	﹤0.01%	1855
2022 Q1	$50.9K	Hold	1,621	–	–	﹤0.01%	1873
2021 Q4	$56.8K	Buy	1,621 +1,153	+246%	+$39.6K	﹤0.01%	1810
2021 Q3	$15.2K	Hold	468	–	–	﹤0.01%	2397
2021 Q2	$15.4K	Buy	+468	New	+$14.9K	﹤0.01%	2324

Other funds holding CHGX

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Arjuna Capital Durham, North Carolina $393M AUM 20.42% 1-Year Est. Return

American Portfolios Advisors's CHGX Position: Q3 2022 in Review

American Portfolios Advisors reduced its AXS Change Finance ESG ETF (CHGX) stake by 4.4% in Q3 2022, selling an estimated $1.99K and leaving 1,549 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

American Portfolios Advisors first reported a position in CHGX in Q2 2021 and has held it in 6 quarters since. The position peaked at $56.8K in Q4 2021. 29 funds tracked by Wall St. Rank hold CHGX as of Q3 2022.

American Portfolios Advisors held 1,549 shares of AXS Change Finance ESG ETF worth $38.5K as of Q3 2022.
American Portfolios Advisors sold 72 AXS Change Finance ESG ETF shares in Q3 2022, an estimated $1.99K.
AXS Change Finance ESG ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1855 holding.
American Portfolios Advisors first reported a position in AXS Change Finance ESG ETF in Q2 2021 and has held it in 6 quarters since.
American Portfolios Advisors's AXS Change Finance ESG ETF position peaked at $56.8K in Q4 2021.
29 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.